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Cowen Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Cowen Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-375,000
Closed -$249 – 561
2018
Q2 		$249 Hold
375,000
– – 0.01% 308
2018
Q1 		$56.9M Sell
375,000
-125,000
-25% -$19.3M 0.08% 20
2017
Q4 		$76.2M Buy
+500,000
New +$75.1M 0.15% 17
2017
Q3 		– Sell
-265,000
Closed -$37.3M – 263
2017
Q2 		$37.3M Sell
265,000
-888,535
-77% -$123M 2.02% 10
2017
Q1 		$159M Sell
1,153,535
-45,265
-4% -$6.18M 7.68% 1
2016
Q4 		$162M Buy
1,198,800
+69,900
+6% +$8.93M 6.72% 2
2016
Q3 		$140M Buy
1,128,900
+45,400
+4% +$5.52M 8.31% 3
2016
Q2 		$125M Sell
1,083,500
-475,000
-30% -$53.6M 7.77% 2
2016
Q1 		$172M Buy
1,558,500
+534,100
+52% +$55.3M 6.48% 4
2015
Q4 		$115M Sell
1,024,400
-500,500
-33% -$57.7M 8.41% 1
2015
Q3 		$167M Buy
1,524,900
+710,000
+87% +$84.2M 9.98% 1
2015
Q2 		$102M Buy
+814,900
New +$102M 6.13% 2
2015
Q1 		– Sell
-424,900
Closed -$50.8M – 413
2014
Q4 		$50.8M Buy
424,900
+248,500
+141% +$28.4M 4.01% 6
2014
Q3 		$19.3M Buy
176,400
+126,400
+253% +$14.5M 1.99% 8
2014
Q2 		$5.94M Buy
+50,000
New +$5.68M 0.67% 26
2014
Q1 		– Sell
-519,000
Closed -$59.9M – 213
2013
Q4 		$59.9M Buy
+519,000
New +$57.3M 10.06% 1

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cowen Inc's IWM Position: Q4 2017 in Review

Cowen Inc sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 265,000 shares — an estimated $39.8M sold.

Cowen Inc first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $82.7M in Q1 2015. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Cowen Inc reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Cowen Inc sold 265,000 iShares Russell 2000 ETF shares in Q4 2017, an estimated $39.8M.
  • Cowen Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • Cowen Inc's iShares Russell 2000 ETF position peaked at $82.7M in Q1 2015.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Cowen Inc's 13F filing for Q4 2017, filed 15 Feb 2018.